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<aside> 💡 My Role: This was a month long project that will provide insights into the implementation of this feature within the CashBook Android App, offering a glimpse into my decision-making process at each stage where I lead the project end to end, the encountered challenges, and more.

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Some background on CashBook

CashBook is a financial management application for SMBs that allows you to record your financial transactions as entries (Entry 1, Entry 2, and so on) & creating reports for income & expenses for businesses

CashBook Home Screen where user can create multiple cashbooks as per their requirement

CashBook Home Screen where user can create multiple cashbooks as per their requirement

CashBook Home Screen where user can create multiple cashbooks as per their requirement

CashBook Home Screen where user can create multiple cashbooks as per their requirement

The task at hand was to incorporate this functionality into the application, enabling users to efficiently handle their business and personal expenses by analyzing their transactional SMSes.

Process:

  1. Early Hints (User and Business Needs)
  2. Discovery and Definition
  3. Design Phase
  4. Usability Testing
  5. Final UI
  6. Implementation
  7. Performance Evaluation

1. Early Hints

In this initial phase, I assessed both the user and business requirements to ensure the viability of introducing this new feature.